Theresa Olivier
Theresa is a natural connector. She loves working for and with nonprofits to build teams, partnerships, and systems that expand their impact. As North Peak’s Engagement Manager, she works with [...]
PeakMembership – Landmarks and Salesforce1
This training delivered September 8, 2016 will help you learn how to use Landmarks to track Lifecycle and Membership events and how to navigate Salesforce1 to search for records, update/complete [...]
PeakMembership – Tasks, Secure Notes and Chatter
This training delivered September 1, 2016 will help you understand how to track interactions with your members through Tasks or Secure notes and how to collaborate using Chatter.
PeakMembership – Accounts, Contacts, Affiliations and Relationships
This training delivered August 18, 2016 will help you find, edit and create Household Accounts, Organizations, Contacts, Affiliations, Relationships, Committees, Committee Members.
